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Patti  D’Angelo

Patti D’Angelo

Client Concierge

Favorite quote: Early to bed and early to rise, makes one healthy, wealthy and wise. - Benjamin Franklin


Patti provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions, and handling tax withholding preferences and changes.

She holds securities registrations Series 6 and 63 and is licensed in Life, Accident & Health Insurance.

In the financial industry since 1999, Patti likes to help people in any way she can.

When not working, and as a new grandmother, she mostly enjoys spending time with her twin granddaughters. She also enjoys gardening, crossword puzzles, and reading.

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